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How can I manually assign a task to a teammate?
How can I manually assign a task to a teammate?

Learn how to manually assign tasks from the calendar.

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Written by Assistant
Updated over a week ago

Tasks rules give an option to assign tasks to your teammates automatically or manually. You can also create a task and assign a teammate later. It is also possible to manually change the teammate assigned to the task.

To assign a task manually:

  1. Go to Calendar.

  2. In the top right, change to Task view

  3. Find the task you want to edit and click on it.

  4. Select a teammate from the list

  5. Click Save.

You can also access pending tasks for the Operations dashboard (if they have never been assigned to a teammate before):

  1. Go to Operations.

  2. The Operations dashboard opens on a list of unassigned, pending tasks. You can click on Edit and assign a teammate from there.

Assigning a teammate to a task will trigger any "New task" notifications that are relevant for the task.

Changing the teammate (un-assigning a teammate and assigning a new teammate) will be triggering "task deleted" notifications to the former teammate, and triggering "new task" notification to the new teammate.

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